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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,205 | $50,199-77.7% | $69,890-84.0% | $66,949-83.3% |
| Participation rate | 67.0% | 66.3%+0.6pp | 70.5%-3.5pp | 69.8%-2.9pp |
| Annual return | -16.50% | -13.85%-2.7pp | 190.84%-207.3pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,068 | $3,112-33.6% | $3,848-46.3% | $4,239-51.2% |
| Admin fee / account holder | $83 | $600-86.1% | $6,267-98.7% | $594-85.9% |